EverSource Wealth Advisors’s Nuveen Mortgage and Income Fund JLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.37K | Hold |
500
| – | – | ﹤0.01% | 2843 |
|
|
2025
Q1 | $9.39K | Hold |
500
| – | – | ﹤0.01% | 2144 |
|
|
2024
Q4 | $9K | Hold |
500
| – | – | ﹤0.01% | 2052 |
|
|
2024
Q3 | $9.22K | Hold |
500
| – | – | ﹤0.01% | 1915 |
|
|
2024
Q2 | $9.11K | Hold |
500
| – | – | ﹤0.01% | 1905 |
|
|
2024
Q1 | $8.71K | Hold |
500
| – | – | ﹤0.01% | 1765 |
|
|
2023
Q4 | $8.44K | Hold |
500
| – | – | ﹤0.01% | 1643 |
|
|
2023
Q3 | $7.94K | Hold |
500
| – | – | ﹤0.01% | 1512 |
|
|
2023
Q2 | $8.06K | Hold |
500
| – | – | ﹤0.01% | 1543 |
|
|
2023
Q1 | $7.98K | Hold |
500
| – | – | ﹤0.01% | 1462 |
|
|
2022
Q4 | $8.09K | Buy |
+500
| New | +$8.09K | ﹤0.01% | 1409 |
|